Flexi File Manager Module for Perfex (FlexFileManager)

Overview


FlexFileManager is a Flexible File Manager Module for Perfex CRM that adds a modern, organized file experience inside Perfex — with folders, uploads, bulk actions, access permissions, and quick media browsing.

Use it to keep customer files, internal documents, and project assets structured and easy to find — without leaving your CRM.

Key Features


  • Modern File Manager UI: Clean, responsive interface that feels native inside Perfex CRM.
  • Multiple views: Switch between Grid, List, and Tree layouts to match your workflow.
  • Drag & Drop: Move files and folders quickly by dragging them into the right location.
  • Instant Previews: Preview images and common file types in a full-screen view.
  • Search + filters: Quickly find items with search and filter by file type (images, videos etc).
  • Bulk File Selection: Enable Bulk Select, check multiple files, then run actions.
  • Folder Color Tagging: Apply bright, Material-style colors to folders for easy visual organization.
  • Permissions Aware: Buttons/actions appear based on what the user can actually do.
  • Client-area support: Works in the client side where applicable, with the right access controls.
  • Smooth Upload: Integrated uploader panel for adding files without breaking your flow.
  • Built-in image editor: Edit images directly (crop/adjustments) and save changes.
  • Smart Actions: Right-click context menu for faster actions.

Requirements


  • A working Perfex CRM installation (admin access required).
  • Ability to upload and activate modules from Setup → Modules.
  • Server storage configured for uploads (ensure your hosting allows file uploads and sufficient disk space).

Installation


The installation of this module is similar to other Perfex modules. Log in to your Perfex CRM as an administrator.

  • Go to Setup > Modules
  • Upload and install the flexfilemanager.zip file you downloaded after purchase.
  • When installation completes, find FlexFileManager in the list and click Activate.

Configuration


After activation, you’ll find File Manager inside Perfex. Depending on your Perfex setup, it may appear in the main menu (or under utilities/tools). If you are using staff roles, make sure the relevant roles have access to the module.

  • Staff access: grant permissions to roles that should manage files/folders.
  • Sharing (optional): use per-item Access permissions to control who can view/modify/delete.

How-to guides


How to browse folders and search files

Step 1: Open File Manager from your Perfex menu.

Step 2: Use the left sidebar to expand folders and navigate.

Step 3: Use the search box to quickly filter media/files in the current area.

File manager navigation and search

How to create a folder

Step 1: Navigate to the parent directory where you want the new folder.

Step 2: Click New folder, enter a name, then save.

Folders view in FlexFileManager

How to upload files

Step 1: Click Add File (top-right).

Step 2: Drag and drop files into the upload box or click to browse.

Tip: Uploads go into the current folder (or local drive if you’re at the root).

Upload files in FlexFileManager

How to bulk select and delete items

Step 1: Click Bulk select.

Step 2: Select the items (files/folders) you want to act on.

Step 3: Click Delete to remove the selected items.

Bulk select files

How to set access permissions (staff/clients)

Step 1: Right-click a file or folder and choose Access permissions.

Step 2: Choose the visibility level, then assign a staff member/client (if applicable).

Step 3: Enable the permissions you want (View / Modify / Delete), then click Save.

Access permissions modal

How to edit an image (crop / rotate) and download

Step 1: Click an image to open it.

Step 2: Use the editor tools (crop, rotation) and click Save edits.

Step 3: Use the right panel to download and view file details.

Image editor and file details

Troubleshooting


Module not showing in menu

  • Confirm the module is installed and activated in Setup → Modules.
  • Check staff role permissions if you use role-based access control.

Uploads fail or get stuck

  • Verify your server allows file uploads and has enough free disk space.
  • Try a smaller file to confirm whether the issue is file-size related.

Can’t see or edit a file/folder

  • The item might be private or assigned to another user. Ask an admin to review Access permissions.
  • Ensure you have the required permissions: View, Modify, or Delete.

Support & Thanks


Thanks again for purchasing FlexFileManager.

If you have any questions, bug reports, or feature suggestions, please contact support from your purchase page or support channel.

Warm Regards

FlexiByteCoder Team,

https://codecanyon.net/user/flexibyte88